Climate – CO2 Concentration and Temperature over 800,000 Years This interesting chart shows the correlation between CO2 concentration and temperature over 800,000 years. Image: J.P. Morgan
ISABELNET Cartoon of the Day Ignoring climate risks in your portfolio is like wearing a parka in a sauna—you might feel cozy now, but you’re in for a sweaty surprise later! Have a Great Day, Everyone! 😎
Spread of Nasdaq-100 Earnings Yield Over 10-Year U.S. Treasury Yield Investing in the Nasdaq 100 presents both opportunities and risks, particularly in the current economic climate characterized by high bond yields and stock market exuberance. Image: Bloomberg
U.S. ETF Flows The record-breaking inflows into U.S. ETFs in 2024 not only underscore their growing popularity but also reflect a broader shift in investor preferences towards more efficient and flexible investment options in a favorable market climate. Image: Bloomberg
Hedge Fund and Mutual Fund Equity Exposure Reflecting optimism in the current economic climate, hedge funds and mutual funds have collectively increased their stakes in equities, indicative of a broader market preference for stocks. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day Climate projections indicate that 2024 may set new heat records since 1880, prompting important discussions about the future of energy policies and the role of fossil fuels in our economy. It’s already Wednesday, Happy “Hump” Day, Everyone! 🐫🐪😎
Equities – FMS Global Equity Allocation FMS investors significantly increased their equity allocation in October, the largest rise since June 2020. This shift is primarily due to a favorable economic climate resulting from the easing of monetary policies by major central banks. Image: BofA Global Fund Manager Survey
S&P 500 Revenues The growth in S&P 500 corporate revenues is aligning with historical averages, demonstrating resilience and stability in the current economic climate. Image: Goldman Sachs Global Investment Research
S&P 500 vs. Bloomberg Consumer Comfort Index This chart highlights the wide divergence between the S&P 500 and the growing anxiety among Americans on the condition of the U.S. economy, their personal finances and the buying climate. Image: Lohman Econometrics
Global CO2 Emissions Worried about climate change? Global carbon dioxide emissions hit a record this year. Image: Financial Times
Temperature Changes Around The World This climate stripes graphic shows how average temperatures have risen since 1901. Image: Ed Hawkins/Reading University